We are live on ! Find out more
AOR icon

iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAG
26
Tactical Allocation Group
Michigan
$349K -$3.7K -98 -1%
CL
27
CPWM LLC
Washington
$333K +$327K +8,647 New
AAS
28
Annex Advisory Services
Wisconsin
$290K +$57.8K +1,530 +26%
CA
29
Cetera Advisors
Colorado
$279K +$272K +7,215 New
DFIM
30
Detwiler Fenton Investment Management
Massachusetts
$211K -$8.35K -221 -4%
FAAM
31
First Allied Asset Management
California
$205K +$201K +5,319 New
Creative Planning
32
Creative Planning
Kansas
$127K
WA
33
Waverly Advisors
Alabama
$123K +$55.8K +1,478 +86%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80K +$78.4K +2,075 New
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$66K -$91.1K -2,413 -59%
CFG
36
CKW Financial Group
Hawaii
$64K +$62.7K +1,661 New
AIG
37
American International Group
New York
$46.5K
PWAG
38
Polaris Wealth Advisory Group
California
$17K -$302 -8 -2%
FWM
39
Focused Wealth Management
New York
$10K +$4.91K +130 +104%
PFO
40
Pathstone Family Office
New Jersey
$3K
SI
41
SII Investments
Wisconsin
-$397K -10,538 Closed
Goldman Sachs
42
Goldman Sachs
New York
-$232K -6,284 Closed
EC
43
Estate Counselors
Wisconsin
-$203K -5,500 Closed
Citigroup
44
Citigroup
New York
-$29K -774 Closed
WA
45
WFG Advisors
Texas
-$28K -750 Closed
AA
46
AlphaMark Advisors
Kentucky
-$17K -468 Closed
Wells Fargo
47
Wells Fargo
California
-$38 -1 Closed